Getting Started with Salesforce CRM Analytics: A Beginner's Guide to Building Interactive and Complex Dashboards

by Johan Yu

Overview

Dive into the intricate world of salesforce CRM Analytics and harness the power of interactive and complex dashboards. This book will empower you to unlock the full potential of Salesforce CRM Analytics and enhance your ability to generate meaningful insights for strategic decision-making.

Developed by Salesforce to transcend the limitations of standard reports and dashboards, CRM Analytics introduces a new platform that requires a fresh perspective for those familiar with the traditional Salesforce platform. Using a hands-on approach, this step-by-step book unravels the complexities of CRM Analytics, guiding you through the process of acquiring data from the Salesforce platform, importing external data like CSV files, and preparing the data for dashboard creation. You’ll also learn to build dashboards from scratch, explore lenses, and delve into the depths of SAQL (Salesforce Analytics Query Language) and binding.

CRM Analytics has a steeper learning curve than standard Salesforce reporting. Getting Started with Salesforce CRM Analytics will guide you through the journey of constructing dashboards, from data preparation to the final dashboard creation.

What You Will Learn

• Understand CRM Analytics as a platform, including permission and licensing
• Get data into the CRM Analytics platform and transform data loaded
• Build dashboards using CRM Analytics
• Explore and analyze data using CRM Analytics
• Utilize SAQL and binding to create advance dashboards

Who This Book Is For

IT users getting started with CRM Analytics, Salesforce consultants starting new CRM Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on advanced analytics features.

Product Details

ISBN-13:	9798868804786
Publisher:	Apress
Publication date:	07/25/2024
Edition description:	Second Edition
Pages:	205
Product dimensions:	7.01(w) x 10.00(h) x (d)

About the Author

Johan Yu has more than 20 years of experience working in the IT sector across multinational corporations (MNCs) and at a leading Salesforce consulting company in the Asia-Pacific region. He has spent more than 14 years working with Salesforce technology, starting his career as a developer, team leader, and technical manager, among many other challenging roles. Based in Singapore, Johan holds 19X active Salesforce certifications, ranging from Administrator to Architect/Designer certifications, and CRM Analytics & Discovery Consultant. In his spare time, he enjoys writing blogs and answering questions in the Salesforce Trailblazers Community. In May 2014, Johan became the first Salesforce MVP from Southeast Asia. He is also the leader of the Salesforce Singapore User Group and is keen to help members solve issues related to configuration, implementation, and adoption, until more technical issues arrive.

Table of Contents

Chapter 1: Introduction.- Chapter 2: Data Sources.- Chapter 3: Recipe.- Chapter 4: Dataset.- Chapter 5: Lens.- Chapter 6: Building the Dashboard .- Chapter 7: Exploring the Dashboard.- Chapter 8: Applying Security - Chapter 9: Advanced Topics.